Olympic Financial Advisors, LLC
Olympic Financial Advisors, LLC (CRD# 283975) is a financial advisory firm headquartered in , . They manage $34,268,751 in 118 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Olympic Financial Advisors, LLC
By the Numbers
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Total Assets Under Management34MILLION
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Total Number of Accounts118ACCOUNTS
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Average Account Value$290,413
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Olympic Financial Advisors, LLC
1
William Beezley (CRD# 1277412) is an Investment Advisor Representative working at Olympic Financial Advisors, LLC in Port Townsend, WA and has over 25 years of experience in the finance industry.
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